ccatalini

Huge congrats to @henri_stern, @asta_li, @segall_max & the entire Privy crew on joining forces with @stripe! From making wallets seamless to powering payments—excited to see what you ship next. 🚀

1/2 "Stablecoins are the focus of major legislation in Congress. Circle, raised over $1 billion in an initial public offering. Mainstream firms such as Visa and PayPal are elbowing in—The vibe shift has been gargantuan."

1/ Stablecoins just entered their “Empire Strikes Back” chapter—regulators ignite lightsabers, issuers sweat the reserve check, and we’re all here with popcorn... 🍿

Meet @inferencegrid—permissionless, decentralized, uncensored AI, now running on Bitcoin via @buildonspark. Hat tip to @kevalexzhang for the onchain sorcery 🧙‍♂️✨🪄🔥

Circle's choose-your-own exit:
1️⃣ IPO—works if it finds a complementary business model 💰 before the Fed trims rates.
2️⃣ @coinbase buy—feels native: the exchange already pockets ~50% of USDC yield and can truly scale it to the next level📈.

1/ Today’s the day! Come tinker where Bitcoin, AI & money collide @PresidioBitcoin with resident AI wizard 🪄🧙 @kevalexzhang. No seat? Comment below and we’ll spill the beans on Inference Grid—the skunkworks project we’re bolting together @lightspark using @buildonspark & ⚡️

In the race for gold in stablecoins, distribution is the new pickaxe @MITTechReviewBr — The rapid popularization of stablecoins has created a kind of land rush that attracts all kinds of competitors. The darlings of fintech want programmable money to integrate into existing cross-border payment flows and purchase finalization; global banks see a network alternative that could threaten or complement their franchises; card networks cannot afford to cede payments to another party. Add to this a flood of native cryptocurrency companies, and you have a contest where distribution — both on the institutional side and retail — and ideology are not the only metrics that matter.

However, all these players are fundamentally chasing the same goal: 'digital dollars that move anywhere, 24 hours a day, 7 days a week, at almost zero cost.' When everyone offers the same shiny currency, where, exactly, does the advantage lie?

NYC turns into stablecoin HQ at month-end. Watch builders, skeptics, and policy wonks spar over digital dollars—and why nearly everyone has them wrong. @thestablecon / @NikMilanovic & team. cc: @catgu_ @HaddockBeth @LucaProsperi

1/ Tomorrow at @stripe Sessions I’m sitting down with four builders shaping stablecoins’ next decade. We’ll unpack their midnight worries, the tools they’re still hunting for, and steal a glimpse of 2030’s payment skyline. Expect zero dull moments—right, @john3gan?

1/ Electricity’s playbook for today’s stablecoin wars: Westinghouse locked in the marquee distribution deals—Chicago World’s Fair, Niagara Falls—and used cheaper, easier-to-scale AC to undercut Edison. Secure the gateways and keep fees low, and the stablecoin crown is yours.